§ 13F · FUND PROFILE
SEAMOUNT FINANCIAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 134Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 56K | $14M | 6.4% | −3% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 239K | $10M | 4.6% | +6% |
| 3 | AMZN | AMAZON COM INC | 46K | $10M | 4.3% | −3% |
| 4 | JQUA | J P MORGAN EXCHANGE TRADED F | 155K | $10M | 4.3% | +3% |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | 241K | $8M | 3.7% | +25% |
| 6 | VTI | VANGUARD INDEX FDS | 24K | $8M | 3.5% | ±0% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7M | 3.3% | +3% |
| 8 | VOO | VANGUARD INDEX FDS | 10K | $6M | 2.8% | +5% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 26K | $6M | 2.5% | +3% |
| 10 | VDE | VANGUARD WORLD FD | 26K | $5M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEAMOUNT SIGNAL
AC read
SEAMOUNT FINANCIAL GROUP INC is a Other fund managing $212 million in assets. The fund runs a portfolio of 134 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed